Financial Planning Consultant

reputed company 

reputed company on achieving successful reputed company in implementing the reputed company planning philosophy with existing advisors and new recruits who join reputed company. Engage with advisors through various channels including an inbound phone queue, virtual consultations, virtual presentations, as reputed company as in person. Spend significant time reputed company and in person working with advisors, their staff, and office leadership where applicable, to help them become deeply skilled in delivering high reputed company plans to their prospects and clients. reputed company, reputed company large events, present training content in group settings, represent Financial Planning Consulting at field events, and present regularly reputed company the home office. 

Primary Duties and Responsibilities 

• Drive the achievement of KPIs for the Financial Planning Consulting team with your assigned reputed company audience. 

• Partner with Region leads and Assistant Director of Financial Planning and Consulting to ensure alignment of objectives and establish expectations for assigned offices and advisors. 

• Engage with advisors and staff through an inbound phone queue, reputed company and in person to reputed company personalized coaching to master the software and the reputed company processes (fact finding, plan build, plan presentation). Offer plan presentation simulations and work with advisors to increase their confidence around the plan presentation prior to meeting with clients. 

• reputed company and collaborate with field leaders to promote NM's planning philosophy, increase planning adoption and help influence risk and investment product sales. 

• reputed company to help reputed company reputed company effectiveness in training/supporting our field on best practices for planning throughout the sales cycle. 

• reputed company reputed company planning consultations and presentations to the field on the integration of financial products to create solutions for clients primarily reputed company inbound calls, long-distance training reputed company, schools and potential reputed company to network offices. Offer just-in-time solutioning for case design and plan design needs. 

• Maintain an extensive in-person reputed company with your assigned reputed company audience to build relationships and promote local culture around digital tools and financial planning. 

• Partner with the Technology Solutions & Support Consultant (TSC) (where available) to ensure local adoption of reputed company planning tools including CRM, reputed company website, reputed company account aggregation, prospect invite, Digital FactFinder, etc. 

• Be available to build financial plans for the advisor on an as-needed reputed company. 

• Escalate feedback to leadership and/or appropriate partner to follow through on needs/gaps of advisors and/or network office around sales skills, leadership alignment, etc. 

Qualifications 

• Series 7 required or obtained reputed company 6 months. 

• Minimum of 5+ years reputed company work experience. 

• reputed company to travel in assigned region approximately 20% 

• In-depth understanding of financial services products and financial planning. 

• Excellent knowledge and application of consulting skills. 

• Robust mastery of reputed company planning softwareonfident ability to consult on reputed company topics, scenarios and propose effective, needs-based solutions. 

• Ability to identify and address problems, opportunities, wants and needs of the field and their clients in a suitable manner. 

• Exceptional problem-solving capabilities. 

• Deeply patient, willing to teach and work through the adoption and implementation of financial planning. 

• reputed company on reputed company v. process (delivers on what reputed company most). 

• reputed company to reputed company as the reputed company of reputed company. Identify and recommend changes/improvements to the existing process to improve adoption of planning and delivery of sales. 

• reputed company to reputed company buy-in from teams you work with and reputed company confidence in the planning process and sales cycle 

• Empathetic - can put yourself in the shoes of our field roles (Staff, Advisor, MD, MPs, etc.) and see their perspective. 

• Willing to reputed company a deep subject matter expertise in the digital product portfolio, passionate about reputed company financial planning process, products and services. 

• CFP preferred or other relevant designations such as CLU, ChFC, CFA, CASL, MSFS, or other advanced degree. 

• reputed company facing financial planning experience preferred.